Adding a New Property

Adding a new property into your Broker Brain system is accomplished from the Properties Tab as indicated below:

IMPORTANT: You must have Add Property privileges to be able to add a new property to your system. This privilege can be added under Admin > Groups.

1. Select the Market in which the property is located. If you haven’t selected a Market the Properties Tab will not appear. In the example above the Las Vegas Market has been selected. (To add new Markets, see the Markets section under Admin Tab )

2. Click on New to the left, and the following screen will appear:

3. Fill in as much of the address information as is known, including St, Ave, Cir, etc., and click on Validate. Broker Brain uses Google Maps to validate its addresses. This feature helps to keep the data integrity for each of your properties at the highest level. When validating you will receive a popup similar to the one below:

In addition, a Google Map will appear for the address mentioned in the pop up. It is important to remember the following items:

1) If the address that is provided in the pop up is not the correct address, you simply cancel and your address information will not be changed. You may still enter the property. You will receive another pop-up asking if you want to use the Map provided. If the map is correct you can still use the map provided. If not, click cancel and there will be no map for the property.

2) Google Maps is very good, but it is not perfect. Newer addresses may not be in their database. In a case like that simply take note of the previous comment and enter your property address manually.

3) If you determine that the address provided is correct, click OK. The validation process will complete and the map will be added to your property entry.

4. After you have validated the address, you can now populate the details of the property in the fields that appear below the map. You may not have all of the information requested. If not, you can enter that information into the property as it becomes available in the Properties > Main tab.

Note the following about completing the property details:

In the Owner section, the Owner field is required before the system will let you add the property. (For information on adding owners into the system, see Owners and Reps section under Admin Tab). You cannot add a rep to the property when adding a new property. This can be done while editing the property. If you have a default rep assigned for this owner, that rep will automatically be assigned when the property is created.
In the Initial Status section, you must select a property status before the system will let you add the property. In addition, if you do not want any Auto Tasks to be generated for this initial property status, select the Disable Auto Tasks option. (For information on Auto Tasks see the Auto Tasks section under Admin Tab).
In the Escrow section, the Lookup tool is a time saving option that will auto-populate the fields for you. If you enter the name of the escrow company exactly as it appears in another property, clicking the Lookup button will auto-populate the remaining fields with the most recent information you have entered for that escrow company in other properties.
In the Misc section, you may select the Remove from public website option. When this option is selected , the property that you are adding will not be searchable on your public Broker Brain website, even if the property is in a status that you have set as public.This can by changed later, from that specific property's Main page. (For information on Property Status, see the Property Status section under Admin Tab).

5. Click Add. The property will be added to
the system.

Note: If you are attempting to add a new property and you are at the limit of allowable properties
based on your price plan, the Add button will not be available. You will instead receive a message
indicating that you are at your limit. (For information on how to increase your price plan, see
the Maintenance section under Admin Tab).

Note: If you are importing multiple properties at once, this is accomplished from the Admin >
Imports tab. (For information on importing multiple properties, see the Import section under Admin Tab).

Important:

Once you have added a property to the Broker Brain system, it cannot be deleted. If you have a property that no longer requires extensive management, it is recommended that you move it to an Archival status such as Cancelled or Settled. This will keep a property from counting against your maximum number of properties. To review how to create an archival status, see the Property Status help section.